Filed April 28, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,852 | $72,277-91.9% | $101,248-94.2% | $79,858-92.7% |
| Participation rate | 92.6% | 68.5%+24.2pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 58.62% | 22.30%+36.3pp | 46.47%+12.2pp | 31.71%+26.9pp |
| Employer contribution / active EE | $1,250 | $2,692-53.5% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $2,863 | $3,282-12.8% | $4,370-34.5% | $3,740-23.5% |
| Admin fee / account holder | $199 | $4,400-95.5% | $5,945-96.7% | $5,306-96.3% |